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Invesco S&P 500 Pure Growth ETF
RPG

155 hedge funds and large institutions have $1.03B invested in Invesco S&P 500 Pure Growth ETF in 2017 Q4 according to their latest regulatory filings, with 37 funds opening new positions, 49 increasing their positions, 48 reducing their positions, and 13 closing their positions.

New
Increased
Maintained
Reduced
Closed

185% more first-time investments, than exits

New positions opened: 37 | Existing positions closed: 13

18% more funds holding

Funds holding: 131 → 155 (+24)

13% more funds holding in top 10

Funds holding in top 10: 16 → 18 (+2)

8% more capital invested

Capital invested by funds: $955M → $1.03B (+$78.2M)

6.1% more ownership

Funds ownership: 224.08% → 230.18% (+6.1%)

2% more repeat investments, than reductions

Existing positions increased: 49 | Existing positions reduced: 48

Holders
155
Holders Change
+24
Holders Change %
+18.32%
% of All Funds
3.52%
Holding in Top 10
18
Holding in Top 10 Change
+2
Holding in Top 10 Change %
+12.5%
% of All Funds
0.41%
New
37
Increased
49
Reduced
48
Closed
13
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

Rank Fund Capital Flow
1
CCP
Cardan Capital Partners
Colorado
+$15M
2
LPL Financial
LPL Financial
California
+$10.7M
3
CIC
Cutler Investment Counsel
Oregon
+$9.55M
4
Citadel Advisors
Citadel Advisors
Florida
+$3.8M
5
SEIA
Signature Estate & Investment Advisors
California
+$3.51M

Top Sellers

Rank Fund Capital Flow
1
ACM
Aviance Capital Management
Florida
-$9.25M
2
ICOA
Investment Centers of America
North Dakota
-$6.41M
3
CS
Credit Suisse
Switzerland
-$4.36M
4
WA
WealthTrust-Arizona
Arizona
-$2.96M
5
Wells Fargo
Wells Fargo
California
-$2.63M
Name Holding Trade Value Shares
Change 		Change in
Stake
MWA
76
MFA Wealth Advisors
Pennsylvania
$847K +$776K +37,395 New
GT
77
Greenleaf Trust
Michigan
$830K – – –
CWS
78
Cypress Wealth Services
California
$789K +$781K +37,620 New
CAN
79
Claraphi Advisory Network
United States
$742K +$735K +35,395 New
Stifel Financial
80
Stifel Financial
Missouri
$718K -$22K -1,060 -3%
JMPWA
81
JP Morgan Private Wealth Advisors
California
$712K +$76.4K +3,680 +12%
XS
82
XML Securities
Maryland
$712K +$705K +33,970 New
SPC
83
Sigma Planning Corp
Michigan
$705K -$151K -7,285 -18%
LMIM
84
Lockheed Martin Investment Management
Maryland
$688K – – –
GLA
85
Great Lakes Advisors
Illinois
$666K -$13K -625 -2%
Creative Planning
86
Creative Planning
Kansas
$644K -$138K -6,665 -18%
UB
87
UMB Bank
Missouri
$624K – – –
SI
88
Scharf Investments
California
$606K +$600K +28,925 New
FIM
89
Freedom Investment Management
Connecticut
$597K +$59.1K +2,850 +11%
FA
90
FDx Advisors
Illinois
$582K +$99.3K +4,785 +21%
KTC
91
Kistler-Tiffany Companies
Pennsylvania
$556K – – –
RP
92
Riverbridge Partners
Minnesota
$533K -$198K -9,550 -27%
NFG
93
Next Financial Group
Texas
$501K -$208K -10,010 -30%
PT
94
Plimoth Trust
Massachusetts
$493K +$488K +23,520 New
SWP
95
Stratos Wealth Partners
Ohio
$462K +$107K +5,170 +31%
ASN
96
Advisory Services Network
Georgia
$432K +$427K +20,590 New
William Blair & Company
97
William Blair & Company
Illinois
$424K +$419K +20,210 New
TRCT
98
Tower Research Capital (TRC)
New York
$416K -$1.82M -87,700 -82%
ACM
99
AlphaStar Capital Management
North Carolina
$407K -$17.7K -855 -4%
FAAS
100
First Allied Advisory Services
California
$402K +$105K +5,065 +36%
2 3
4
5 6

RPG Hedge Fund Activity: Q4 2017 in Review

155 of the 4,409 institutional investors tracked by Wall St. Rank reported a position in Invesco S&P 500 Pure Growth ETF (RPG) for Q4 2017, worth a combined $1.03B — up 8.2% from $955M a quarter earlier.

Buyers outnumbered sellers: 37 funds opened new RPG positions and 13 closed out — a net gain of 24 holders — while 49 added to existing stakes and 48 trimmed.

The largest buyer was Cardan Capital Partners, opening a new position worth an estimated $15M. The largest seller was Aviance Capital Management, cutting an estimated $9.25M.

  • 155 institutional investors held Invesco S&P 500 Pure Growth ETF (RPG) as of Q4 2017, up from 131 in Q3 2017.
  • Funds reported $1.03B of Invesco S&P 500 Pure Growth ETF stock for Q4 2017, up 8.2% quarter-over-quarter.
  • 37 funds opened new Invesco S&P 500 Pure Growth ETF positions in Q4 2017 and 13 closed out, a net change of +24 holders.
  • The largest Invesco S&P 500 Pure Growth ETF buyer in Q4 2017 was Cardan Capital Partners, an estimated $15M added.
  • The largest Invesco S&P 500 Pure Growth ETF seller in Q4 2017 was Aviance Capital Management, an estimated $9.25M sold.

Based on aggregated 13F filings for Q4 2017.